Children's Place Retail Stores, Inc. (PLCE)

Another retailer with a decent balance sheet.
Category: PV

Lot's of cash - almost zero debt, good inside ownership, small cap... I like it.

bull

Upthumb. Nearly zero debt. Great cash flow and free cash flow. High margins. 17% growth.

screen test

It's the economy, stupid.

Okay, they're taking corrective action to turn this one around and had 1 not so disastrous quarter. The share has shot up. Can they do 2 in this environment. It's going to be hard. They're starting from the wrong place compared to other retailers and I don't think they're going to make it.

retail is dismal

Excellend B/S, sheltered from unstable economy, recently dumped "Disney Stores" business, this stock says they are focused and are ready to concentrate on their core business. You can expect a big turn around from this company.

Better than expected earnings means buy buy buy, right? Wrong. The worst is yet to come for US retail.

PLCE is a company on the cutting edge of the retail consumer needs and desires. PLCE provides a product that is modern and in style while keeping costs very reasonable compared to their competition. Only down fall is the opportunity to build their brand name to compete with such names as Gap and Gymboree. With the growing need for value based quality made children's clothing there will be nothing but improved results to come for this retail organization.

An infidel complained about my hatred of GYMB. I will post this pitch here too as I am score leader proving I am correct! It is not hatred it is reality!

What is the slowest growing population?

Rich white people with babies!

Wehn the Americans who think they are rich are facing foreclosure, will they buy luxury clothes or provide hand me downs to their children?

As an outsider to the Unites States I can tell you only limited growth opportunities for this stupid idea company, maybe in the richest part of India and China which is limited since they much prefer luxury as in gold jewelery or expensive adult clothing not so much baby clothing.

Forming a nice bottom and an incredible value at a PE of 9

Operator of childrens retail stores (apparel, accessories, toys) had a net loss of 27.1 million ($0.93 per share), had violations of policies and procedures by executives, missed deadlines to remodel disney stores that it licenses and is in breach of those licensing agreements. Loss of $6

stock fell on bad sales for june oversold buy the stock going into going back to school stock will rip

While the fundamental outlook for apparel retailers is neutral, The Children's Place chain is facing weak apparel sales and a resulting increase in markdown levels due to lack of key volume drivers. This is an ongoing problem, as the chain's spring assortment did not perform to the company's expectations repeatedly, which led to higher than anticipated first-quarter markdowns.

During the recent quarter, revenues increased by 12% to $478.9 million due to increased children place brand sales to Disney store and higher income from comparable store sales. Net income of $13.1 million was down by 15% due to higher selling and general expenses and presence of interest expense instead of income. Besides company opened 6 Children’s Place stores but closed four stores. Company is expected to renovate or upgrade a substantial number of Disney Stores over the next 5 years, beginning immediately, and to spend about $175 million, but this is a long term process and would not be great upshot in the near term.

The company made positive comments about recent trends and reiterated its recently lowered annual EPS guidance. Management stated that the summer product was performing better relative to its plan. Further, EPS guidance which was recently lowered to $3.54 - $3.64 was reiterated which is based on comp store sales increases, improved gross margins and leveraging selling and general expenses. But with two consecutive missed quarters behind and more difficult comparisons ahead, the guidance strongly remains at risk.

The best place to shop for kids stuff. Always has the best selection in kids clothes and are pretty reasonable. Awesome!!!Awesome!!!
Seems pretty cheap right now...

PLCE has great products for young parents with young kids. Cool clothes and accessories that make the store look like an American Eagle with mini clothes. The numbers look pretty good, increase in revenue and margins, etc.

A good retailer for kids.